US Tech
US technology sector ETFs, mega-cap tech, and innovation themes.
Intel's Historic Comeback and the Semiconductor Rally
Intel's stock soared 463% in twelve months to $124, driven by government backing and Apple partnership talks. The broader semiconductor sector rallied sharply with semiconductor ETFs like VanEck (SMH) and iShares (SOXX) offering diversified exposure to AI-driven chip demand.
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DTCC’s tokenization push signals Wall Street’s next infrastructure shift & a crypto bull run
The DTCC, which processes over $3 quadrillion in annual securities transactions, announced plans to begin limited production trading of tokenized securities in July 2026, signaling mainstream institutional adoption of blockchain technology in traditional capital markets.
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Nasdaq rewrites its rulebook for share-class of mutual funds and the potential next wave of ETFs is coming
Nasdaq's regulatory filing enables mutual funds to issue ETF shares off the same portfolio, potentially unlocking $20 trillion in US mutual fund assets for exchange trading. This structural innovation offers tax efficiency benefits and expanded US equity access for GCC investors.
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US Tech: Goldman Sees Entry Opportunity as Valuations Compress
Goldman notes that tech’s relative returns have weakened to their lowest point in roughly 50 years, creating what it describes as a potential generational opportunity.
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Why the Magnificent 7 Are Dragging Down Tech ETFs
Magnificent 7 losses in 2026 are dragging tech ETFs lower—here’s what’s driving the selloff and its impact on investors.
Nasdaq and Kraken Team Up to Bring Tokenized Stocks to Global Markets
Nasdaq and Kraken partner to launch tokenized stocks via Kraken’s xStocks platform, enabling global blockchain-based equity trading
DeepSeek-V4 and Its Impact on GCC China Tech ETFs
The global artificial intelligence race is approaching a new inflection point, and this time, the disruption is not primarily about model capability. It is about economics. Markets and the technology community are closely watching the anticipated release of DeepSeek-V4, the next-generation model from Hangzhou-based AI startup DeepSeek. While official specifications remain limited, early industry leaks […]
AGIX’s Private AI Holdings Take Centre Stage as Anthropic Nears $20B Round
Discover the latest on AGIX and its connection to Anthropic's funding round, which could exceed $20 billion.
TSMC Revenue Jumps 37% as the AI Surge Sends a Clear Signal
TSMC reported NT$401.3 billion in January, showcasing a 37% year-on-year revenue growth driven by AI chip demand.
Big changes for Invesco QQQ: what the restructure really means for ETF investors
Invesco QQQ underwent a structural shift in December 2025, converting from a unit investment trust to an open-end ETF with a fee reduction to 0.18%. The fund's holdings and index tracking remain unchanged, but the legal framework now allows Invesco to retain more marketing revenue.
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AGIX ETF with xAI Exposure Win Big as SpaceX-xAI forms $1.25T giant
Discover how the Space X xai merger unites rockets and AI, forming one of the largest innovation platforms ever.
“Magnificent 7” U.S. Tech Giants Propel AI-Driven Growth Across GCC Tech ETFs
Strong quarterly results from Amazon, Alphabet, Microsoft, Meta, and Apple are boosting GCC tech ETFs, as investors capitalize on AI innovation and regional digital transformation opportunities.